---
title: A glossary for using sequences in HubSpot 
description: Get to know the essential terms in HubSpot workflows—from triggers to task creation—to help you build powerful marketing automations.
---

[Skip to content](https://sidekick.project36.io/a-glossary-for-using-sequences-in-hubspot-marketing-hub#main-content)

[![SideKick Logo\_Black (350 x 100 px)](https://sidekick.project36.io/hubfs/Be%20More%20Dave%20campaign/SideKick%20Logo_Black%20(350%20x%20100%20px).svg)](https://www.project36.io/?hsLang=en)

- [Help Articles](https://sidekick.project36.io/)
- Toolkits
  
  Show submenu for Toolkits

    - [For B2B Businesses](http://www.project36.io/b2bfintech-toolkit)
    - [For B2C Businesses](http://www.project36.io/b2cfintech-toolkit)
- [Blog](http://www.project36.io/blog)

Open main navigation

Close main navigation

- [Help Articles](https://sidekick.project36.io/)
- Toolkits
  
  Show submenu for Toolkits

    - [For B2B Businesses](http://www.project36.io/b2bfintech-toolkit)
    - [For B2C Businesses](http://www.project36.io/b2cfintech-toolkit)
- [Blog](http://www.project36.io/blog)
- [Get in touch](https://www.project36.io/contact)

[Get in touch](https://www.project36.io/contact?hsLang=en)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [SideKick by Project36](https://sidekick.project36.io/?hsLang=en)
2. [HubSpot Automation](https://sidekick.project36.io/hubspot-automation?hsLang=en)
3. [Sequences](https://sidekick.project36.io/hubspot-automation?hsLang=en#sequences)

# A glossary for using sequences in HubSpot

## Understand key workflow terms in HubSpot to build smarter automations, nurture leads, and streamline your marketing processes.

Workflows in HubSpot **automate tasks, streamline processes, and improve customer engagement.** Below is a glossary of key terms you’ll come across when working with workflows.

### **A**

🔹 **Actions** -The tasks a workflow performs, such as sending an email, assigning a lead, or updating a contact property.

🔹 **Action Logs** - A detailed history of every step a contact has gone through in a workflow, including completed actions, delays, and errors.

### **B**

🔹 **Branch (If/Then Logic)** - A decision-making step that sends contacts down different paths based on their actions or properties—for example, whether they opened an email or clicked a link.

### **D**

🔹 **Delay**- A timed pause between workflow actions—such as waiting 3 days before sending a follow-up email.

### **E**

🔹 **Email Send Action** - A workflow step that automatically sends a marketing or 1:1 sales email when a contact meets specific criteria.

🔹 **Enrolment History** - A record of every time a contact, company, deal, or ticket has entered a workflow, showing when and why they were enrolled.

🔹 **Enrolment Trigger** - The rule that determines who enters a workflow, such as filling out a form, viewing a page, or reaching a certain lead score.

### **G**

🔹 **Goal (Workflow Goal)** - A milestone that, when met, unenrolls a contact from the workflow—for example, if a lead books a meeting, they exit the nurture sequence.

### **I**

🔹 **Internal Notification** - An alert sent to a team member (via email or Slack) when a contact takes an important action, like submitting a high-intent form.

### **P**

🔹 **Property Update Action** - A workflow action that updates contact, company, or deal properties based on behavior—such as changing a lead’s lifecycle stage from “MQL” to “SQL.”

### **R**

🔹 **Re-enrolment** - A setting that allows contacts to re-enter a workflow if they meet the enrollment criteria again.

🔹 **Rotate Record** - Automatically distributes leads or deals among team members to ensure fair assignment.

### **S**

🔹 **Suppression List** - A list of contacts who are excluded from a workflow, often used to avoid sending emails to existing customers or unqualified leads.

### **T**

🔹 **Task Creation** - An action that assigns a follow-up task to a sales rep, like calling a lead after they download a pricing guide.

### **U**

🔹 **Unenrolment and Removal** - Rules that stop a contact from continuing in a workflow, such as if they meet the workflow goal or manually opt out.

### **W**

🔹 **Workflow** - An automation tool in HubSpot that performs a series of actions based on triggers, helping teams manage lead nurturing, deal progression, internal notifications, and more.

- [HubSpot Onboarding](https://sidekick.project36.io/hubspot-onboarding?hsLang=en#main-content)

    - [Before you begin](https://sidekick.project36.io/hubspot-onboarding?hsLang=en#before-you-begin)
    - [Configuring your account](https://sidekick.project36.io/hubspot-onboarding?hsLang=en#configuring-your-account)
- [HubSpot CRM](https://sidekick.project36.io/hubspot-crm?hsLang=en#main-content)

    - [Setting up the basics](https://sidekick.project36.io/hubspot-crm?hsLang=en#setting-up-the-basics)
    - [Managing contacts](https://sidekick.project36.io/hubspot-crm?hsLang=en#managing-contacts)
- [HubSpot Marketing Hub](https://sidekick.project36.io/hubspot-marketing-hub?hsLang=en#main-content)

    - [Sending emails](https://sidekick.project36.io/hubspot-marketing-hub?hsLang=en#sending-emails)
    - [Using forms for Marketing](https://sidekick.project36.io/hubspot-marketing-hub?hsLang=en#using-forms-for-marketing)
- [HubSpot Content Hub](https://sidekick.project36.io/hubspot-content-hub?hsLang=en)
- [HubSpot Sales Hub](https://sidekick.project36.io/hubspot-sales-hub?hsLang=en#main-content)

    - [Sending emails](https://sidekick.project36.io/hubspot-sales-hub?hsLang=en#sending-emails)
    - [Managing deals](https://sidekick.project36.io/hubspot-sales-hub?hsLang=en#managing-deals)
- [HubSpot Service Hub](https://sidekick.project36.io/hubspot-service-hub?hsLang=en#main-content)

    - [Customer surveys](https://sidekick.project36.io/hubspot-service-hub?hsLang=en#customer-surveys)
- [HubSpot Automation](https://sidekick.project36.io/hubspot-automation?hsLang=en#main-content)

    - [AI](https://sidekick.project36.io/hubspot-automation?hsLang=en#ai)
    - [Sequences](https://sidekick.project36.io/hubspot-automation?hsLang=en#sequences)
    - [Workflows](https://sidekick.project36.io/hubspot-automation?hsLang=en#workflows)
- [HubSpot Reporting & Data](https://sidekick.project36.io/hubspot-reporting-data?hsLang=en#main-content)

    - [Marketing reports](https://sidekick.project36.io/hubspot-reporting-data?hsLang=en#marketing-reports)
    - [Sales Reports](https://sidekick.project36.io/hubspot-reporting-data?hsLang=en#sales-reports)
    - [Customer Service reports](https://sidekick.project36.io/hubspot-reporting-data?hsLang=en#customer-service-reports)

- Services 
    - [HubSpot onboarding](http://www.project36.io/hubspot-onboarding)
    - [Monthly HubSpot Support](http://www.project36.io/pricing)
    - [HubSpot websites](http://www.project36.io/hubspot-websites)
- [Industries](http://www.project36.io/who-we-serve-project36)
- [Success stories](http://www.project36.io/client-testimonials-project36)
- [Pricing](http://www.project36.io/pricing)
- [Blog](http://www.project36.io/blog)
- Company 
    - [Why Project36](http://www.project36.io/why-project36)
    - [About Project36](http://www.project36.io/about)
    - [B-Corp](http://www.project36.io/blog/certified-b-corp-better-growth-not-just-bigger-growth)
    - [Contacts](http://www.project36.io/contact)

[![Project36 Logo](https://sidekick.project36.io/hs-fs/hubfs/Project36_logo_White_2024.png?width=130&height=24&name=Project36_logo_White_2024.png "Project36 Logo")](http://project36.io?hsLang=en)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2025, Project36